Kla Corporation · NASDAQ:KLAC
Kla — Wells Fargo 5th Annual Virtual TMT Summit 2021
10 slides from Kla's conference presentation, Dec 1, 2021
Slide 1: KLA Services Update
TMT Summit 2021 KLA Services Update Brian Lorig, EVP and GM, Global Services and Support Dec. 1, 2021
Slide 2: Forward-Looking Statements
Forward-Looking Statements Statements in this presentation other than historical facts, such as statements pertaining to: (i) industry trends; (ii) customer demand and investment strategy; (iii) projected end-demand uses for semiconductors; (iv) Services business growth drivers; (v) sales, revenue g
Slide 3: Five Keys to KLA Services Success
Five Keys to KLA Services Success Strong customer Growing Continuous Industry-leading Leverage KLA value proposition: faster than the investment service model Operating Model we help customers installed base in data-driven, with >75% of revenue to drive operational maximize the value of differentiat
Slide 4: KLA Services At A Glance
KLA Services At A Glance* 23% Services Revenue Mix** 77% ~$1.7B >75% >90% Systems REVENUE** ATTACH RENEWAL RATE RATE 9% - 11% >56,800 >250,000 >4,000 >165,000 >3,000 CAGR (2019-2023E) INSTALLED BASE SERVICE CALLS CUSTOMER SPARE PARTS/ CUSTOMER SERVICE FACILITIES ASSEMBLIES ENGINEERS *KLA Services at
Slide 5: The Service Team and Offerings Provide Differentiated Value
The Service Team and Offerings Provide Differentiated Value Partnering with Customers to Maximize the Value of their KLA Assets Learning & Customer Product Marketing Parts and Knowledge Engineering Support Support and Sales Logistics Services Engineers Subscription-Based Services Ramp Management
Slide 6: Strong Customer Focus Defines KLA Services
Strong Customer Focus Defines KLA Services CUSTOMER GOAL KLA STRATEGY RESULTS Ramp Faster Develop, ramp and transfer New product introduction and Customers accelerate Leading-Edge new technology to high service solutions to maximize transitions to high volume Development volume manufacturing uptime
Slide 7: KLA Focused On Providing Differentiated Services
KLA Focused On Providing Differentiated Services People to perform task PEOPLE Parts to solve issues Knowledge to complete task KNOWLEDGE PARTS Infrastructure to support services Strong Foundation to Exceed Customer Needs 7 KLA Non-Confidential | Unrestricted
Slide 8: Longevity of Semi Process Control Installed Base Enhances Productivity
Longevity of Semi Process Control Installed Base Enhances Productivity 25000 Class of '15 20000 Class of '10 15000 Class of '05 Class of '00 10000 Class of '95 5000 Class of '90 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Slide 9: KLA Operating Model Drives Services Resiliency
KLA Operating Model Drives Services Resiliency Consistent strategy and execution Market-leading innovation Rigorous new product development process Strong focus on talent development Management by metrics Culture of performance and accountability Superior margin profile Strong recurring
Slide 10: KLA Service and Support Innovation Drives Customer Value
KLA Service and Support Innovation Drives Customer Value Remote Support Expedited Delivery Developing augmented Augmented localized teams to allow reality-based solutions for for more rapid and customized remote services that allow for service delivery and installation rapid response to customer nee